Clarion Wealth Planning has expanded its team with the appointment of Bradley Peet as an associate financial planner.
He has been recruited by Alderley Edge-based Clarion to take up a role which became available following an internal promotion.
Bradley has joined Clarion after more than three years at Carpenter Rees, which is based in south Manchester.
He is a qualified financial planner with expertise in advising clients on their investments, pensions and tax planning.
Bradley is studying to attain chartered status, with the overall aim of becoming a Fellow of the Chartered Insurance Institute by the end of the year.
He is working alongside Clarion director John Winstanley and his team, carrying out technical research, planning and reporting for clients, while also monitoring their financial plans using the firm’s cash flow modelling software.
Clarion, which was founded in 1985 by Ron Walker, provides lifelong financial planning to business owners and families across the north west and beyond.
John said: “Bradley has hit the ground running and is a real asset to the Clarion team. He has a good eye for detail and is progressing well towards becoming a chartered financial planner.
“He is ambitious and is thriving in our fast-paced working environment. He is understanding and empathetic towards clients, and deals with them all in a highly professional and conscientious way.
“We are confident he will have a very successful future with Clarion, where we have a proud track record of helping talented individuals to progress their careers with us.”
Bradley said: “Clarion has always stood out to me as a firm at the forefront of the financial planning industry and a great place to progress my career.
“I was seeking a role that would assist with my development, by presenting new challenges and providing opportunities to work on more complex advice, and Clarion is the perfect place to do this. I jumped at the opportunity to join the team.
“Being involved with clients on a day-to-day basis at Clarion will greatly assist with my development in the world of financial planning. My ultimate goal is to lead the advice with my own portfolio of clients, and I am confident that Clarion is the ideal environment in which to develop the necessary skills to achieve this.”
